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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $357,749 | $162,136+120.6% | $152,301+134.9% | $154,746+131.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 18.12% | 91.02%-72.9pp | 80.50%-62.4pp | 172.34%-154.2pp |
| Employer contribution / active EE | $34,056 | $4,890+596.4% | $4,624+636.4% | $4,379+677.7% |
| Participant deferral / active EE | $12,465 | $8,341+49.4% | $8,004+55.7% | $6,730+85.2% |
| Admin fee / account holder | $803 | $15,759-94.9% | $14,398-94.4% | $14,365-94.4% |